Overview


Occasion Bot -  The Occasion Bot is crafted to collect your customers' special events and to acknowledge their choice of celebrating with your business. Just configure the special occasions and link the rewards you wish your customers to receive, creating a seamless and gratifying experience for them.


The rewards you set up based on the type of response provided by the customer can significantly boost sales and retention rates. By offering incentives tailored to the customer's interaction, you create an engaging experience that adds a special touch to their occasion. This personalized approach not only enhances customer satisfaction but also encourages repeat purchases and loyalty, ultimately driving business growth.


Setup Screen


  • Click / Tap on "Chatbot" Tab in the header


 

  • Click / Tap on "Occasion Bot" in left menu 
    • User can click/ Tap on "Setup" button


Integration Screen
  • User can move on to the first step of setup, - "Integration."


 

  • User can select the system they are using: “Open Table,” "Clover,” "Square," and "Kyobee.” Except for Kyobee, if the user picks any of the other fields, they can then enter their API key and click the "Next" button to be redirected to the Enable bot screen.


  

Enable Bot Screen
  • User can move on to the Second step of setup - " Enable Bot "

 

  • User can enable the bot by clicking on the "Toggle Switch" and then clicking the " Next " button to be taken to the Response and Rewards screen and Click the " Back " button redirect to the Integration screen.

 

Response and Rewards Screen


  • User can move on to the Third step of setup, " Response and Rewards ",
  • User can see the three drop-downs. 1) Rewards Type; 2) Response Type
  • After all the drop-down data is selected, the user clicks on the "Next" button, which redirects to the Follow-Up text screen, and the "Back" button redirects to the Enable Bot Screen.

 


  • User can click on any of the "Response Type" dropdown options; the user can see the below options: 1. Birthday 2.Wedding Anniversary 3.Kid's Birthday 4. Father's Birthday 5. Mother 's birthday 6.Parent's wedding Anniversary
  • After selecting an option, the user is not permitted to select it again. 

 

  • When the user clicks on any of the "Reward Type" drop-down options, the user is shown the below options: 1."Free Desert" 2."Free Entree" 3." Flat % Discount" 4: Free Delivery on the Next Order" 5."None" 6."Custom" 


  • Selecting a reward for a particular response means that the customer who selects that response while interacting with the Occasion Bot will get that reward. 


 


Follow-up Text Screen 


  • User has reached on the "Follow-up Text screen"  


  •  

  

  • User can see the Bot language, Engagement Follow-up text (In-days), & Re-engagement Follow-up text (In-days)  
  • User can click on setup button, all settings will be saved, success message will appear on screen and user will be redirected to the Dashboard Tab 
  • User can click on Back button to reach the Response and Rewards screen

 

  • Click / Tap on "Bot language" dropdown and User can select any language from the "Bot language" dropdown 


 

  • User can check/uncheck the different Engagements days for sending the " Follow-up" text 

 

  • User can edit the any of Engagement  " Follow-up text" 

 

  • User can check/uncheck the different Re-Engagements days for sending the " Follow-up" 

 

  • User can edit the any of Re-Engagement " Follow-up text" 


  •  User Click on setup button show the Success message